See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS, INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $22,659 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $17,122 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $397 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,694 | $55,449-15.8% | $83,848-44.3% | $56,287-17.0% |
| Participation rate | 96.1% | 68.0%+28.1pp | 76.1%+19.9pp | 69.9%+26.2pp |
| Annual return | -5.69% | -1.38%-4.3pp | 850.88%-856.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $955 | $2,430-60.7% | $3,631-73.7% | $2,111-54.8% |
| Participant deferral / active EE | $2,972 | $2,935+1.3% | $4,082-27.2% | $3,350-11.3% |
| Admin fee / account holder | $253 | $656-61.4% | $5,478-95.4% | $521-51.4% |